Posting products from a purchase order is the fastest way to add products to your Inventory. You don’t need to enter data manually: the system automatically transfers the list of products, prices, and supplier details, minimizing the risk of errors. This allows you to accurately record the posting of each item and immediately prepare payment documents.

1. On the Postings and Payments tab, click + Posting.

2. The following data is automatically transferred from the purchase order to the receipt document:

If bin locations are enabled in your company, be sure to specify the bin locations for the posted products. For products with an expiration date or serial tracking, specify the expiration date and/or serial numbers accordingly.

Important: You cannot create a posting for a quantity greater than what was ordered and remains to be posted under this order.

3. Fill in the remaining fields in the posting document, adjust the quantity of products to the amount actually posted if necessary, and click Create.

To pay for the posting immediately, check the box Pay from account. After creating the document, a payment creation window will open, which you need to fill out and save. You can also add payment for the posting later.

Please note: Payments created from a posting document are not displayed in the purchase order and are not included with manually added payments.

🔍 Learn about the different ways to pay the suppliers in purchase orders.

If you initially save a posting as a draft to continue it later, it will only appear on the postings page under the “Inventory” section. Such drafts do not appear in the purchase order.

After creating the posting, the quantity of products in the Posted column on the Products tab is updated and increased by the quantity of the received product.

When creating subsequent postings for the same document, only those products and quantities that have not yet been posted will be automatically pulled into the table. Fully posted items are not included in the list.

The status of the purchase order for the supplier automatically changes to “Posted” , and the “+ Posting” button is no longer activewhen the entire quantity of goods has been posted.

If not all items have been posted, attempting to change the status to “Posted” will open the posting window, where you must complete the posting of the remaining items.

If the posting document is deleted or modified, the data in the purchase order are updated automatically—the quantity of the posted products is recalculated according to the new values.

All created posting documents can be viewed on the Postings and Payments tab in the table, which displays:

The total amount for all posted products is displayed below the table.

In addition, postings are displayed on the Postings page.

What should I do if a supplier sent products that weren't included in the purchase order?

You cannot add products to the posting document that are not listed in the purchase order. Therefore, there are two options:

How do I post products if the price on the shipping note differs from the order?

Simply enter the current price during posting. This won’t prevent you from closing the purchase order—the main thing is that all items from it are posted, regardless of the original or actual amount.

How do I return products to the supplier?

Open the posting document and go to Actions → Purchase returns to create a return. After that, the products will be written off from the warehouse.

At the same time, the quantity of products already posted in the posting document does not change, and this does not affect the data in the purchase order.